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KWM

Kiker Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 28.91%
This Fund
S&P 500
This Quarter Est. Return
-0.02%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow %
103.56%
Top 10 Hldgs %
46.91%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$11.2M
2
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$9.56M
3
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$6.84M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.17M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.28M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 6.74%
2 Consumer Discretionary 5.12%
3 Financials 3.81%
4 Industrials 3.54%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
76
Procter & Gamble
PG
$336B
$306K 0.25%
+1,827
New +$311K
ET icon
77
Energy Transfer Partners
ET
$70.1B
$305K 0.25%
+15,585
New +$276K
SPY icon
78
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$301K 0.24%
+513
New +$302K
TSLA icon
79
Tesla
TSLA
$1.23T
$296K 0.24%
+732
New +$236K
NI icon
80
NiSource
NI
$21.3B
$292K 0.24%
+7,948
New +$285K
SRE icon
81
Sempra
SRE
$57.9B
$259K 0.21%
+2,953
New +$258K
CVX icon
82
Chevron
CVX
$392B
$239K 0.19%
+1,647
New +$252K
STIP icon
83
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$231K 0.19%
+2,292
New +$231K
EPD icon
84
Enterprise Products Partners
EPD
$82.3B
$222K 0.18%
+7,067
New +$217K
LMT icon
85
Lockheed Martin
LMT
$134B
$210K 0.17%
+433
New +$236K
RDVY icon
86
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$160K 0.13%
+2,704
New +$165K
BLES icon
87
Inspire Global Hope ETF
BLES
$160M
$155K 0.13%
+4,191
New +$162K
GLRY icon
88
Inspire Growth ETF
GLRY
$168M
$142K 0.12%
+4,605
New +$147K
SDY icon
89
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$93.1K 0.08%
+705
New +$98.5K
BIBL icon
90
Inspire 100 ETF
BIBL
$485M
$83.3K 0.07%
+2,142
New +$87.3K
IWF icon
91
iShares Russell 1000 Growth ETF
IWF
$121B
$81.5K 0.07%
+812
New +$79.9K
RWJ icon
92
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
$81.5K 0.07%
+1,780
New +$83K
IJH icon
93
iShares Core S&P Mid-Cap ETF
IJH
$122B
$81.2K 0.07%
+1,303
New +$83.6K
IJR icon
94
iShares Core S&P Small-Cap ETF
IJR
$109B
$78.6K 0.06%
+682
New +$81.5K
SPTL icon
95
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$75.6K 0.06%
+2,886
New +$79K
CLOI icon
96
VanEck CLO ETF
CLOI
$1.49B
$72.7K 0.06%
+1,377
New +$72.9K
IWB icon
97
iShares Russell 1000 ETF
IWB
$48.2B
$70.2K 0.06%
+218
New +$70.6K
GDXJ icon
98
VanEck Junior Gold Miners ETF
GDXJ
$6.89B
$69.4K 0.06%
+1,622
New +$78.6K
SMH icon
99
VanEck Semiconductor ETF
SMH
$65.2B
$65.4K 0.05%
+270
New +$67K
IEI icon
100
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$61.6K 0.05%
+533
New +$62.2K
2 3
4
5 6

Similar funds

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Kiker Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Kiker Wealth Management, which disclosed 171 positions worth $123M. Its ten largest holdings account for 47% of the portfolio.

Its largest position is iShares Russell 2000 ETF: 49,131 shares worth $10.9M.

By sector, the portfolio is most concentrated in Technology at 6.7% of assets, followed by Consumer Discretionary and Financials.

  • Kiker Wealth Management's largest Q4 2024 buy was iShares Russell 2000 ETF: 49,131 shares worth $10.9M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $123M portfolio in Q4 2024.
  • Kiker Wealth Management disclosed 171 positions in Q4 2024, its first 13F filing on record.

Based on Kiker Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.